PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Varney, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Varney, Inc.

EIN 54-0791615-construction-Latest filing 2025
Plans
3
Retirement
2
$24.0M assets
Health & Benefits
1
$209K premiums
Participants
585
1401 MUNICIPAL RD - ROANOKE, VA 24012540-343-0155varneyinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$13.8M - 166 part#002401(k)-$10.2M - 253 part#501Mixed-$209K - 238 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $24.0M assets / 419 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#003)$13.8M
  • PROFIT SHARING PLAN (#002)$10.2M
Total $24.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)253
  • PLAN AND TRUST (#003)166
Total 419Select a row to open it

Benefits portfolio analytics

1 plan / $209K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$81K
  • Other$58K
  • Short-term disability$39K
  • Life$24K
  • Long-term disability$15K
  • Vision$15K
Total $209K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

VARNEY, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$13.8M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

VARNEY, INC. 401(K) & PROFIT SHARING PLAN

401(k)

Assets$10.2M
Participants253
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

VARNEY, INC. FLEXIBLE BENEFIT PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$209K
Covered lives238
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003VARNEY, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$13.8M1662025
#002VARNEY, INC. 401(K) & PROFIT SHARING PLAN401(k)$10.2M2532025
  • VARNEY, INC EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$13.8M
    #003 · ESOP · 2025166
  • VARNEY, INC. 401(K) & PROFIT SHARING PLAN$10.2M
    #002 · 401(k) · 2025253

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501VARNEY, INC. FLEXIBLE BENEFIT PLANMixedDELTA DENTAL OF VIRGINIA$209K2382025
  • VARNEY, INC. FLEXIBLE BENEFIT PLAN$209K
    #501 · Mixed · DELTA DENTAL OF VIRGINIA · 2025238
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica